Self-study exam based on a thorough understanding of articles that include the topics of: Analysis and evaluation of risk exposures; Client and planner attitudes, values, biases; Social Security and Medicare planning .

 After reading and understanding the two articles required for this exam, the planner will:

• Understand how potential for flooding impacts risk assessments
• Learn ways to mitigate the future cost of IRMAA payments for high-income retirees
• Understand how communication frequency and financial anxiety affects client satisfaction and trust